US Economics Weekly Warsh strikes a hawkish tone at Jackson Hole Kevin Warsh was uncharacteristically loose-lipped in his keynote address at the 2026 Jackson Hole Economic Policy Symposium , unequivocally indicating that he would be prepared to tighten policy if... 28th August 2026 · 6 mins read
Africa Economics Weekly Naira rally won’t last, Strong SA Data, Zambia Inflation High commodity prices have continued to support the Nigerian naira, but we don’t think this will continue. For the Zambian kwacha, heightened post-election political uncertainty is a key risk that... 28th August 2026 · 5 mins read
US Rapid Response Chair Warsh at Jackson Hole & Preliminary Benchmark Revisions Fed Chair Kevin Warsh’s speech at the Jackson Hole Symposium delivered a far clearer – and hawkish – message than his last press conference appearance, with Warsh arguing that the recent softer price... 28th August 2026 · 3 mins read
Europe Economics Weekly September ECB hike looks nailed on The rise in natural gas prices in recent weeks, together with the continued strength of the euro-zone economy, mean that a September ECB hike now looks nailed on. Decisions thereafter will depend on... 28th August 2026 · 6 mins read
UK Economics Weekly Food inflation will soon be back on the menu The recent marked easing in food price inflation won’t last long as it’s only a matter of time before the rise in global agricultural commodity prices feeds into the prices on the supermarket shelves... 28th August 2026 · 4 mins read
Europe Rapid Response Euro-zone EC Survey (August 2026) August’s euro-zone Economic Sentiment Indicator (ESI) suggests that the economy has continued to expand despite higher energy prices and extreme summer heat. And the selling price expectations indices... 28th August 2026 · 2 mins read
Emerging Europe Economics Weekly Rate cut windows (re-)open in Turkey and Hungary Softer inflation suggests that there’s more scope for monetary easing this year in Hungary and Turkey than we had previously thought, and we have pencilled in more rate cuts into our profile. In... 28th August 2026 · 6 mins read
Japan Economics Weekly BoJ unwilling to toe government’s line The regular budget for FY2027 will probably include the largest increase in spending since the early 1990s. However, this partly reflects the government’s aim to incorporate spending previously... 28th August 2026 · 5 mins read
Australia & New Zealand Economics Weekly The risk of another RBA rate hike is growing This week’s firm inflation and household spending data have raised the risk that the RBA’s tightening cycle is not yet over. But the investment picture is more mixed, while softer labour and housing... 28th August 2026 · 5 mins read
China Chart Pack China Chart Pack (Aug. 2026) Our China Activity Proxy suggests that growth slowed sharply in July, reflecting disruptions to construction and industry from typhoons as well as the ongoing drag from weak fiscal spending. But... 28th August 2026 · 1 min read
Global Economics Chart Pack Global Economics Chart Pack (August 2026) The world economy has been resilient in the face of high energy prices. Outside the Gulf, global GDP growth looks to have been stable in Q2, as government support, saving buffers, and the AI boom have... 27th August 2026 · 1 min read
Latin America Chart Pack Latin America Chart Pack (August 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Growth in Latin America last quarter was a mixed bag, with Colombia the region’s... 26th August 2026 · 1 min read
US Rapid Response US Personal Income & Spending (Jul. 2026), GDP (Q2 2026, 2nd est.) & Durable Goods Orders (Jul. 2026) The slightly above-target-consistent rise in the core PCE deflator in July won’t be enough to convince the Fed that they’ll need to hike rates as soon as September. But with the annual rate still at 3... 26th August 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Jul. 26) 26th August 2026 · 2 mins read
Latin America Economics Update Argentina’s uneven growth to persist Growth in Argentina’s economy remains unbalanced and we think that large parts of it (outside mining and agriculture) will continue to struggle over the rest of Milei’s term due to fiscal tightening... 25th August 2026 · 4 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (August 2026) Economic growth has generally held up well since the start of the year, albeit with a divergence that is likely to persist in the coming quarters. Poland is likely to be an outperformer while Romania... 25th August 2026 · 1 min read
